Defined Benefit (Pension) · DOL Form 5500 · 2023

VITUITY Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
N/A
Participants Small participant base
76th
Percentile by assets National rank
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Official DOL plan name: Vituity Retirement Plan for Cep Physicians · Sponsored by VITUITY · California · Healthcare & Social Assistance

$25M in assets, N/A participants

VITUITY's Vituity Retirement Plan for Cep Physicians reported $25M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 76th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #14,162 in Healthcare & Social Assistance (17,684 peers)

Where Vituity Retirement Plan for Cep Physicians sits by assets

Vituity Retirement Plan for Cep Physicians sits in the top quartile of all filed plans by assets, $25M for N/A participants.

#14,162
in Healthcare & Social Assistance (17,684 peers)
$25M
reported net income
0.2×
vs typical plan assets (national mean)

Vituity Retirement Plan for Cep Physicians's outsized position by total assets

Vituity Retirement Plan for Cep Physicians vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$24,894,442 Top 24% higher than 76% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Published 5500 schedule card

Filing strip 942494000 · VITUITY PY 2023 · Defined Benefit (Pension)

Vituity Retirement Plan for Cep Physicians · $25M · N/A · 76th

  • RANK $25M
  • PHOTO N/A
  • IND 76th
  • EOY Defined Benefit (Pension)
  • 5500 near Retirement & Benefit Plan of Guest Services, Inc.
  • ASSETS ind #14162

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →

Vituity Retirement Plan for Cep Physicians in the asset neighbourhood

Retirement & Benefit Plan of Guest Services, Inc.Retirement & Benefit Plan of…$25MKennedy Valve Factory Employees Pension PlanKennedy Valve Factory Employ…$25MRoofers Local No. 88 Pension FundRoofers Local No. 88 Pension…$25MVituity Retirement Plan for Cep PhysiciansVituity Retirement Plan for …$25MVantage Credit Union Defined Benefit PlanVantage Credit Union Defined…$25M
End-of-year total assets ($M) among Vituity Retirement Plan for Cep Physicians and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$25M
Net Income$25M
Employer EIN942494000
Plan Effective Date2023-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (VITUITY)

Sponsor-wide plan assets over time

All VITUITY plans reported in each filing year

Latest sponsor-wide plan assets
$54M 118.67639772765341% vs 2023
2024 filing year
$20M$30M$40M$50M$60M 20232024 $24.9M $54.4M ▲ +118.7%
Year Plans Participants Total Assets
2023 2 2,119 $25M
2024 1 2,318 $54M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Vituity Retirement Plan for Cep Physicians vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Vituity Retirement Plan for Cep Physicians, Total assets ($B): 0.024894442 · Participants: 0Vituity Retirement Plan for Cep PhysiciansKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Vituity Retirement Plan for Cep Physicians vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Vituity Retirement Plan for Cep Physicians's closest out-of-state Defined Benefit (Pension) peers by assets

Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is Retirement & Benefit Plan of Guest Services, Inc. in VA at $25M (this filing: $25M).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have VITUITY plan assets changed over time?
Across 2 plan years on file (2023-2024), VITUITY's sponsor-wide assets grew 118.7%, from $25M to $54M.
Where does Vituity Retirement Plan for Cep Physicians rank by assets among Form 5500 filers?
Vituity Retirement Plan for Cep Physicians ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Vituity Retirement Plan for Cep Physicians?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement & Benefit Plan of Guest Services, Inc. in VA ($25M, 22 participants).